See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,623 |
FIRST NATIONAL ADVISORS LLC2 years Service code 27 · EIN 04-2541452 | Advisory (Plan) | $21,097 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,043 | $50,982-41.1% | $154,803-80.6% | $85,563-64.9% |
| Participation rate | 69.2% | 59.8%+9.4pp | 78.1%-8.9pp | 66.0%+3.2pp |
| Annual return | 23.68% | 30.35%-6.7pp | 58.88%-35.2pp | 31.51%-7.8pp |
| Employer contribution / active EE | $1,241 | $1,708-27.3% | $4,305-71.2% | $2,654-53.2% |
| Participant deferral / active EE | $3,000 | $2,474+21.3% | $5,540-45.8% | $4,375-31.4% |
| Admin fee / account holder | $195 | $846-77.0% | $14,329-98.6% | $834-76.6% |